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My client is Chartered Independent IFA Firm in London, who due to ongoing expansion are looking to take on an experienced Client facing IFA Administrator/Junior Paraplanner who has gained at least 2 + years’ experience working in a senior support role in Wealth Management and working towards Level 4 diploma. 2 days in office and 3 days WFH.
You will be working with a well-established team of Advisers, where you will play a pivotal part of team/ Company with end-to-end administration across pensions, investments, tax & estate planning, and protection. The role is varied, and you will be doing basic suitability reports, processing fund switches, valuations, illustrations, and preparing client meeting packs annual reviews. Key part of the role is being client facing with Adviser and being able to build strong relationships.
This is an amazing opportunity for an experienced IFA Administrator/Junior Paraplanner who is looking utilise skills, knowledge and expertise in the industry. You will be part of a sociable, friendly and dynamic team, excellent benefits and hybrid working on offer.
If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
